At a Glance
- Tasks: Oversee trade processing, manage operational controls, and drive process improvements.
- Company: Join Quilter plc, a leading UK wealth management provider with a commitment to innovation.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace a culture of diversity and continuous improvement while growing your career.
- Why this job: Be at the heart of investment operations and make a real impact in a dynamic environment.
- Qualifications: Experience in investment operations and strong analytical skills are essential.
The predicted salary is between 55000 - 65000 £ per year.
About the Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial advice network and national, Quilter’s investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app. High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
As a Senior Trade Operations Analyst, you will partner closely with front-office teams, oversee critical operational controls, and manage third-party providers to deliver a high-quality service. You’ll also drive continuous improvement across processes and systems, while supporting change initiatives in a dynamic and evolving environment. Success in this role requires strong analytical thinking, attention to detail, and the ability to build effective relationships across a broad range of internal and external stakeholders. This is an opportunity to play a key role at the heart of the investment process, ensuring the smooth and accurate execution of trades across multiple asset classes.
Key Responsibilities
- Oversee end-to-end trade processing and settlement across multiple asset classes
- Monitor trade lifecycle events and resolve exceptions with custodians and counterparties
- Manage daily reconciliations and ensure timely resolution of breaks
- Maintain strong operational controls aligned with risk and regulatory requirements
- Partner with front-office, risk, and compliance teams as a key operational contact
- Support onboarding of new funds, strategies, and instruments
- Drive process improvements, automation, and system enhancements
- Deliver change initiatives with external advisers and third-party providers
- Support system testing (UAT) and maintain process documentation
- Own regulatory reporting (e.g. MiFID II, EMIR, SFTR, Dodd-Frank), ensuring accuracy and timeliness
- Reconcile regulatory submissions and resolve data discrepancies
- Support regulatory change, governance, audits, and compliance activities
About You
Essential
- Solid experience in investment operations, trade support, or middle-office environments
- Strong knowledge of trade lifecycle processes and financial instruments (equities, fixed income, derivatives, FX, collateral, margining etc.)
- Excellent analytical, problem-solving, and reconciliation skills
- Experience managing ambiguity and managing complexity
- Proficiency with OMS/PMS platforms (e.g., ThinkFolio) and custodian systems
- Ability to manage deadlines, prioritise workload, and operate in a fast-paced environment
- Strong communication skills with the ability to collaborate effectively, especially with custodians and front office
- High attention to detail and accuracy
- Proactive, accountable, and solutions-focused
- Confident taking ownership and driving improvements
- Collaborative team player with a continuous improvement mindset
Desirable
- Knowledge of regulatory reporting (e.g. EMIR, MiFID II, SFTR)
- Experience overseeing third-party providers and monitoring SLAs/KPIs
- Strong Excel skills; exposure to VBA, SQL, or Python is advantageous
- Experience supporting process improvement, automation, or transformation initiatives
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only
Senior Trade Operations Analyst employer: Dormont Manufacturing Co
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to our mission of delivering outstanding financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trade Operations Analyst
✨Tap into Campus Networks
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We think you need these skills to ace Senior Trade Operations Analyst
Some tips for your application 🫡
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Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dormont Manufacturing Co.
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How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dormont Manufacturing Co.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Dormont Manufacturing Co employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
